MUTUAL FUNDS

What most investors do in building a diversified portfolio – allocating resources across various asset classes based on a risk/reward target and rebalancing periodically – INTECH does at the stock level. INTECH’s process overweights stocks with low correlations and high relative price movements in an attempt to maximize the gains captured through dynamic portfolio rebalancing.

INTECH Global Income Managed Volatility Fund
INTECH U.S. Core Fund
INTECH U.S. Managed Volatility Fund
INTECH International Managed Volatility Fund
INTECH Emerging Markets Managed Volatility Fund

morningstar logo

Ratings as of 03/31/2017 based on risk-adjusted returns. The Overall Morningstar RatingTM for a fund is derived from a weighted average of the performance figures associated with its three-, five- and ten-year (if applicable) Morningstar RatingTM metrics.

Morningstar Ratings - I Shares
Fund NameCategoryOverall3 Year5 Year10 Year
INTECH Emerging Markets Managed Volatility Fund US Fund Diversified Emerging Mkts
N/A
N/A
N/A
N/A
INTECH Global Income Managed Volatility FundUS Fund World Stock
  • Morningstar Rating
  • out of 839
  • Morningstar Rating
  • out of 839
  • Morningstar Rating
  • out of 673
N/A
INTECH International Managed Volatility FundUS Fund Foreign Large Growth
  • Morningstar Rating
  • out of 324
  • Morningstar Rating
  • out of 324
  • Morningstar Rating
  • out of 276
N/A
INTECH U.S. Core FundUS Fund Large Growth
  • Morningstar Rating
  • out of 1306
  • Morningstar Rating
  • out of 1306
  • Morningstar Rating
  • out of 1154
  • Morningstar Rating
  • out of 800
INTECH U.S. Managed Volatility FundUS Fund Large Blend
  • Morningstar Rating
  • out of 1248
  • Morningstar Rating
  • out of 1248
  • Morningstar Rating
  • out of 1113
  • Morningstar Rating
  • out of 822

Mutual fund investing involves market risk. Investment return and fund share value will fluctuate and it is possible to lose money by investing.

Ratings and/or rankings may be based, in part, on the performance of a predecessor fund or share class and are calculated by Morningstar using a methodology that differs from that used by Janus. Methodology differences may have a material effect on the return and therefore the rating/ranking.

The Morningstar RatingTM for funds, or "star rating", is calculated for managed products (including mutual funds, variable annuity and variable life subaccounts, exchange-traded funds, closed-end funds, and separate accounts) with at least a three-year history. Exchange-traded funds and open-ended mutual funds are considered a single population for comparative purposes. It is calculated based on a Morningstar Risk-Adjusted Return measure that accounts for variation in a managed product's monthly excess performance, placing more emphasis on downward variations and rewarding consistent performance. The top 10% of products in each product category receive 5 stars, the next 22.5% receive 4 stars, the next 35% receive 3 stars, the next 22.5% receive 2 stars, and the bottom 10% receive 1 star. The Overall Morningstar Rating for a managed product is derived from a weighted average of the performance figures associated with its three-, five-, and 10-year (if applicable) Morningstar Rating metrics. The weights are: 100% three-year rating for 36-59 months of total returns, 60% five-year rating/40% three-year rating for 60-119 months of total returns, and 50% 10-year rating/30% five-year rating/20% three-year rating for 120 or more months of total returns. While the 10-year overall star rating formula seems to give the most weight to the 10-year period, the most recent three-year period actually has the greatest impact because it is included in all three rating periods.

© 2016 Morningstar, Inc. All Rights Reserved.

When an expense waiver is in effect, it may have a material effect on the total return or yield, and therefore the ranking and/or rating for the period.

Past performance is no guarantee of future results.

INTECH Investment Management LLC is a subsidiary of Janus Capital Group Inc. and serves as the sub-adviser on certain products.

Janus Distributors LLC

Janus International Holding LLC © 2001-2016. All rights reserved.